Improving work efficiency by building a customer management system for an insurance agency

Challenges Before Adoption

Customer information managed in Excel. Contract expiration reminders handled manually. Difficulty tracking customer consultation history. No mobile work environment.

YourIT's Solution

Cloud-based customer relationship management (CRM) system. Automatic contract expiration reminders. Integrated consultation history management. Mobile app integration.

Results

50% less time spent on customer management. 20% higher contract renewal rate. Better consultation quality. Mobile work enabled.

- Seungho Lee, CEO, H Insurance Planning Office